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Oct 2, 2012 9:00am EDT
quarter. this is the first quarter we'll have motorola. the other problem is we have the decline in clicks. many are paying less for google products. that's a troubling trend. >> the cost per click issue in my mind is completely overblown. without putting that in context of more clicks, people using their services more, it does not matter what the cost per click is. it matters how much money is overall. if peep really paying less per instance, that's not the issue. the issue is they are clearly making more money. this is only a positive for goodle over the long term. >> let me ask you, you clearly have it in the way that there's a different type of tech company now. i wonder if this is true, with facebook, apple and -- steve jobs in his pursuit of ideas, and for the technology with google, certainly, an arguably -- you also have it with facebook. are they different or at they winning at the moment and appear to be different from microsoft? >> there's been a big rise in the tech-oriented company that is pruz one product, step over and over it again. the enterprise market is still a l
Oct 19, 2012 9:00am EDT
is motorola, a half billion dollar operating loss in that division was not just the phones, it was the set top boxes causing to lose money too. others maintain their bullish ratings, but as i wrote months ago. this is an issue motorola for how google will manage this integration. google executives were telling me that they don't plan to proactively shut those down, just let the feature phone business wind down overtime. if that's still their plan they could have pain in this area for time to come, guys. >> thank you, john. when i look at other headlines about google that we have not paid so much attention too, i wonder if we look at what happened with motorola and wonder if they're still trying to throw spaghetti at the wall, are they unfocused? does the press release early reflect a little scatter brainness? >> i will let you answer too, john, but my first sense is no. the release was related to r.r.donnelly. it's a black box to some extent, isn't it, john? how much are they spending or losing on the nexus are questions that a number of investors have, and the mobility, $500 milli
Oct 18, 2012 9:00am EDT
about 50% android and 50% iphone. so we got a great portfolio of the motorola devices the samsung devices as well as the apple devices and the tablets that go with those. so, you know, i feel really good about the position we are in our device portfolio. >> right. and as well you should. but again, to this fourth quarter issue, if they can't deliver for the holiday season, that could cause some hiccups, couldn't it? >> no, i don't think so. because we've got these other devices. the galaxy s3 has been a big one. microsoft is going to be launching their windows 8 phone which that new tile technology has been well received. so the thing that we've always prided ourselves on is not being a one-device company. and i think you see that in our growth and our profitability during the third quarter and i expect that to carry over into fourth. >> yeah, no doubt. of course, it's funny, though, we talk about a two-device world. android/iphone. are we done, lowell, thinking that rimm will be a viable competitor? nokia out with earnings this morning. are those the names simply not going to be
Search Results 0 to 2 of about 3